Document Vault

Store and access important documents—from insurance and wills to tax and retirement information—safely and securely.

Simplify your life safely and securely

Stay organized by keeping all of your financial, household, and personal documents in one safe place with Document Vault. You can safely, and securely store and access documents between you and your Janney Financial Advisor through Document Vault, available on your desktop or using Janney's mobile app.

Additional Features/Benefits:

  • Enhanced security including email and text login authentication
  • Share and store common digital file types (i.e., PDFs, MS Word & Excel and Google Docs)
  • Securely send and receive messages to and from your advisor
  • Create and name folders to organize and store your digital financial documents
  • Review your Digital Vault Checklist


Get Started:

Once logged into www.myjanney.com, click “Documents & Messages” in the top navigation bar, select “Document Vault” from the list, and then add documents to your vault. If using the Mobile App, click on the Documents icon, then “Document Vault.”

 

 

 

 

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

Find a Financial Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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